Getting Started
Overview of Enterprise CRM, Best Practices, Creating Student records, and understanding TargetX roles and contextual scoping.
Getting Started with Recruitment Manager
- Overview of Enterprise CRM
- Overview of your Enterprise CRM, including Relationships and validation settings, Activities, and Interests.
- Best Practices for TargetX Recruitment and Retention
- Recommended Best Practices for TargetX Recruitment and Retention.
- Changing a Student's School
- Steps to change a student's school.
- Creating a Student Record
- Steps to create a Student record.
- Recruitment Manager Overview
- Overview of the TargetX Recruitment Manager suite.
- Recruitment Manager Quick Start Guide for Administrators
- This guide equips administrators with a clear, structured launchpad for TargetX Recruitment Manager—a Salesforce-based CRM suite—covering core terminology, data architecture, and essential features like application review, email/SMS campaigns, events, forms, online applications, telemarketing, territory management, student portals, and travel planning.
- Understanding TargetX Roles and Contextual Scoping
- Description of TargetX Roles and Contextual Scoping.
- Using Profile Builder for Student and Contacts
- Profile Builder (Source to Master), provides the ability to roll-up information to fields on the Contact (Student) record from any related records (i.e. records from objects related to the Contact by way of a master/detail or lookup relationship; such as Application, Enrollment History, Inquiries and Test).